We are live on ! Find out more
MTB icon

M&T Bank

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
476
Snowden Capital Advisors
New York
$422K -$538K -4,122 -55%
BSW
477
Buckingham Strategic Wealth
Missouri
$415K +$17K +130 +4%
WIC
478
Woodmont Investment Counsel
Tennessee
$412K -$37.3K -286 -8%
LIG
479
Lokken Investment Group
Delaware
$411K -$168K -1,285 -28%
XF
480
XML Financial
Maryland
$407K -$64.2K -492 -13%
Vontobel Holding
481
Vontobel Holding
Switzerland
$406K +$38.1K +292 +10%
ACM
482
Aquatic Capital Management
Illinois
$405K -$678K -5,200 -62%
CIAS
483
CFS Investment Advisory Services
New Jersey
$399K +$37.6K +288 +10%
WWM
484
Western Wealth Management
Colorado
$398K +$411K +3,150 New
CMS
485
Capital Market Strategies
Florida
$398K -$7.7K -59 -2%
DC
486
Davenport & Co
Virginia
$397K -$58.6K -449 -13%
SSWM
487
Strait & Sound Wealth Management
California
$396K +$409K +3,135 New
CIC
488
Carnegie Investment Counsel
Ohio
$394K +$10.4K +80 +3%
MIC
489
Means Investment Company
Maine
$393K -$1.96K -15 -0.5%
CAG
490
Crestwood Advisors Group
Massachusetts
$392K +$8.61K +66 +2%
MA
491
MONECO Advisors
Connecticut
$392K +$21.5K +165 +6%
HVIA
492
Hudson Valley Investment Advisors
New York
$389K -$32K -245 -7%
GVAG
493
Great Valley Advisor Group
Delaware
$387K -$4.57K -35 -1%
CFAM
494
Center For Asset Management
Florida
$383K -$7.57K -58 -2%
FTDI
495
First Trust Direct Indexing
Massachusetts
$382K +$8.35K +64 +2%
JC
496
JB Capital
Connecticut
$382K +$112K +858 +40%
VCS
497
Vaughan & Co Securities
New Jersey
$380K – – –
HCPC
498
Hamilton Capital Partners (Canada)
$379K +$157K +1,200 +67%
MA
499
Montag & Associates
Georgia
$378K – – –
PA
500
Profund Advisors
Maryland
$377K -$23.3K -179 -6%